Group 1 - Apple is reportedly collaborating with Google to enhance Siri with AI-driven web search capabilities, aiming to compete with OpenAI and Perplexity [2] - A new system, codenamed "World Knowledge Answers," is being developed internally at Apple to be integrated into Siri [2] - Apple has reached a formal agreement with Google to test the Gemini model, which is expected to improve Siri's performance [2] Group 2 - Apple CEO Tim Cook has been invited to a White House dinner hosted by President Trump, highlighting the evolving relationship between the tech industry and the U.S. government [3] - The dinner will include other tech leaders such as Meta's Mark Zuckerberg and Microsoft's Bill Gates, indicating significant industry representation [3] Group 3 - Analyst Ming-Chi Kuo predicts that Apple will launch the Vision Air in 2027, which is expected to reduce the weight by over 40% and the price by over 50% compared to Vision Pro [4] - Kuo has also raised the shipment forecasts for foldable iPhones to 8-10 million units in 2026 and 20-25 million units in 2027, up from previous estimates [4] Group 4 - Apple shares rose nearly 4% on September 3, driven by positive news, with Bank of America raising its price target for Apple stock to $260 from $250 [5] - Apple-related stocks in both A-shares and Hong Kong stocks saw significant gains, with several companies hitting their daily limits [5] Group 5 - Anticipation is building for the upcoming Apple event, where the iPhone 17 series and an upgraded Apple Watch are expected to be unveiled [6]

文字早评 2025/09/04 星期四 宏观金融类 股指 消息面： 1、财政部与中国人民银行联合工作组召开第二次组长会议，共同保障财政政策、货币政策更好落地见 效; 2、郭明表示，苹果大幅上修折叠屏 iPhone 出货量，2026 与 2027 年分别提升至 800-1000 万，以及 2000-2500 万；折叠屏 iPad 预估将在 2028 年出货； 3、9 连板天普股份：8 月 22 日迄今多次触及股票交易异常波动及严重异常波动情形 明起停牌核查； 4、美联储沃勒对媒体表示，我们应在下一次会议上降息。他还指出，可能实施多次降息，具体是否每 次会议或间隔次会议行动需依据数据表现而定。我们可以随时调整降息的步伐。 期指基差比例： IF 当月/下月/当季/隔季：-0.67%/-0.90%/-1.30%/-1.81%； IC 当月/下月/当季/隔季：-1.16%/-1.89%/-3.59%/-5.76%； IM 当月/下月/当季/隔季：-0.89%/-1.82%/-3.73%/-6.19%； IH 当月/下月/当季/隔季：-0.40%/-0.48%/-0.51%/-0.45%。 交易逻辑：中央政治局会议强调增 ...

消费电子行业分析师们普遍预计苹果公司(AAPL.US)将自2026年开始发布具备折叠屏的iPhone 和 iPad智 能设备，与此同时，一位广受投资者关注的苹果产业链分析师认为，即将推出的这些可折叠智能设备都 将采用所谓的"超薄玻璃"。 "General Interface Solution(GIS)正在与康宁(GLW)进行合作——后者是iPhone的原始 rawUTG(超薄柔性 玻璃)独家供应商，以负责与管理后段制程。"来自天风国际证券(TF International Securities)的分析师郭 明錤在一篇最新博文中表示。"GIS负责的这些后端步骤大致流程包括切割、边缘/角部处理、检验、内/ 外包装以及出货。" 郭明錤补充称，General Interface Solution(即GIS)已获得所谓"独家角色"来协助打造苹果超薄玻璃，相关 贡献将从明年开始。郭明錤专注于"果链"以及消费电子行业研究，多次精准预判苹果的新一代iPhone、 iPad等产品线更新动向。 郭明錤表示，超薄玻璃对于在边缘出现裂纹、以及对颗粒和应力都"高度敏感"，这使其相比传统智能手 机玻璃更难制造。其成本也更高，可能是传统智 ...